GLOBAL X S&P 500 CA VAL ETF (CATH) Institutional Ownership

CATH is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.47M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Polen Capital Management, which reported ownership valued at approximately $1.47M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Polen Capital Management's CATH position is now estimated to be worth approximately $1.65M, representing an estimated gain of +12.08% since the filing period.

Major shareholders tracked on this page include Polen Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward GLOBAL X S&P 500 CA VAL ETF (CATH).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$1,474,53418,868
Q4 20251$2,266,66127,566
Q3 20251$2,501,95230,866
Q2 20251$3,545,62246,993
Q1 20251$3,601,03053,317
Q4 20241$3,373,75547,625
Q3 20241$3,799,10354,750
Q2 20241$3,649,51655,803
Q1 20241$998,38415,688
Q4 20231$350,5275,388
Q3 20231$361,1326,905
Q2 20231$2,548,93546,821